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Disclosery

HoyleCohen, LLC: VTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HoyleCohen, LLC on VTR, newest first. How the timeline and the estimate are built.

HoyleCohen, LLC held 19,600 VTR shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 19,600 shares
    Change vs previous 13F -7,864 shares

    0.08% of the 13F portfolio, value $1,004,691.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 27,464 shares
    Change vs previous 13F -4,492 shares

    0.09% of the 13F portfolio, value $1,195,785.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 31,956 shares
    Change vs previous 13F -7,526 shares

    0.13% of the 13F portfolio, value $1,592,676.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 39,482 shares
    Change vs previous 13F -8,473 shares

    0.15% of the 13F portfolio, value $1,663,363.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 47,955 shares
    Change vs previous 13F -7,351 shares

    0.2% of the 13F portfolio, value $2,266,814.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 55,306 shares
    Change vs previous 13F -14,706 shares

    0.22% of the 13F portfolio, value $2,397,508.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 70,012 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,154,038.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).